See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,893 | $99,640-93.1% | $86,436-92.0% | $134,475-94.9% |
| Participation rate | 95.0% | 82.0%+13.0pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -21.13% | 6782.58%-6803.7pp | 4394.89%-4416.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,798 | $7,246-47.6% | $6,952-45.4% | $6,400-40.6% |
| Admin fee / account holder | $133 | $8,371-98.4% | $6,731-98.0% | $11,426-98.8% |